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ITI Arbitrage Fund Regular vs UTI Arbitrage Fund compare
ITI Arbitrage Fund Regular - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹51 Cr | ₹10465 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2019 | 29 Jun 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 1110% |
| Expense Ratio | 0.93 | 0.74 |
| Manager | Vikrant Mehta | Deepesh Agarwal |
| ISIN Code | INF00XX01416 | INF789FB1RJ0 |
| Exits Load | ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.55% | 0.51% |
| 6 Month | 2.94% | 2.97% |
| 1 Year | 6.39% | 6.39% |
| 3 Year | 6.75% | 7.1% |
| 5 Year | 5.06% | 5.92% |
SIP Return Analysis
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.6% | 1.57% |
| 1 Year | 6.29% | 6.24% |
| 3 Year | 6.74% | 6.9% |
| 5 Year | 6.06% | 6.57% |
Rolling Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 3.69% | 6.79% |
| 3 Year | 4.43% | 6.71% |
| 5 Year | 4.51% | 6.93% |
Risk Management
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.79% | 0.68% |
| Sharp | 1.6% | 2.46% |
| Beta | 0.43% | 0.5% |
| Alpha | 0.09% | 0.36% |
Fund Managers
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vikrant Mehta | Deepesh Agarwal |
| Total AUM | ₹698 Cr | ₹35015 Cr |
| Funds Managed | 8 | 9 |
| ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.31 | 23.36 |
| Large Cap | 40.04 | 53.44 |
| Mid Cap | 18.59 | 18.7 |
| Small Cap | 13.06 | 4.5 |
Sector Allocation
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.33 | 21.6 |
| Industrials | 9.98 | 5.8 |
| Financial Services | 33.28 | 30.13 |
| Basic Materials | 11.45 | 8.66 |
| Utilities | 1.26 | 1.51 |
| Real Estate | 0.85 | 1.91 |
| Technology | 11.87 | 3.08 |
| Consumer Cyclical | 3.97 | 9.49 |
| Energy | - | 3.82 |
| Healthcare | - | 4.76 |
| Consumer Defensive | - | 5.68 |
| Communication Services | - | 3.54 |
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